PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

87 hedge funds and large institutions have $73.8M invested in Putnam Municipal Opportunities Trust in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
23
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$2.29M
2
GC
2
Guggenheim Capital
Illinois
$5.98M
3
PAS
3
Park Avenue Securities
New York
$1.13M
4
RCM
4
Robinson Capital Management
Michigan
$875K
5
AAM
5
Advisors Asset Management
Colorado
$3.04M

Top Sellers

1
RIL
1
Rothschild Investment LLC
Illinois
$23.6K
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$5.24M
3
UBS Group
3
UBS Group
Switzerland
$1.57M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$3.64M
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
26
Capital Investment Advisors
Georgia
$900K 91,005 -4,175 -4%
RCM
27
Robinson Capital Management
Michigan
$875K 88,439 +88,439 New
Invesco
28
Invesco
Georgia
$779K 78,733 +54,761 +228%
SMC
29
Smith, Moore & Co
Missouri
$771K 78,003 -1,228 -2%
RP
30
Riverbridge Partners
Minnesota
$741K 74,966 +3,101 +4%
Raymond James Financial
31
Raymond James Financial
Florida
$694K 70,174 -6,503 -8%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$391K 39,567 -8,318 -17%
Osaic Holdings
33
Osaic Holdings
Arizona
$369K 36,449 -4,136 -10%
TA
34
Tectonic Advisors
Texas
$359K 36,290 +415 +1%
Stifel Financial
35
Stifel Financial
Missouri
$340K 34,349 -256 -0.7%
Kovitz Investment Group Partners
36
Kovitz Investment Group Partners
Illinois
$316K 32,000 – –
TFCP
37
Twin Focus Capital Partners
Massachusetts
$309K 31,294 – –
LBC
38
Leigh Baldwin & Co
New York
$252K 25,512 +292 +1%
CWP
39
Cyndeo Wealth Partners
Florida
$252K 25,469 -9,399 -27%
ICMP
40
Integrated Capital Management (Pennsylvania)
Pennsylvania
$247K 25,018 +3,958 +19%
GCP
41
Gill Capital Partners
Colorado
$228K 23,090 – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$222K 22,405 +994 +5%
HighTower Advisors
43
HighTower Advisors
Illinois
$219K 22,168 +22,168 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$218K 22,074 -172 -0.8%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$204K 20,623 -5,877 -22%
CCG
46
Catalina Capital Group
California
$203K 20,515 +20,515 New
CAM
47
Cresset Asset Management
Illinois
$201K 20,300 – –
ANBT
48
American National Bank & Trust
Texas
$198K 20,000 +20,000 New
BB
49
Burford Brothers
Texas
$197K 19,900 – –
WAM
50
Wolverine Asset Management
Illinois
$178K 18,044 +13,101 +265%
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